Institutional Ownership Dimensional ETF Tr Dimensional (DFIC)
This table provides information about the institutional ownership of Dimensional ETF Tr Dimensional (DFIC). We have compiled data on the 469 institutions that hold shares in the stock, with a total of 279 Million shares, which have been reported (via 13F filing form) to have a value of $8.04 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hb Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
33,607
shares
|
$1.01 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Apr 30, 2025 Q1 2025 |
33,363
shares
|
$1.01 Million
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Astra Wealth Partners LLC
Jersey City, NJ |
Apr 30, 2025 Q1 2025 |
33,222
shares
|
$1 Million
0.85% of portfolio
|
Q1 2025
Added 20.72%
|
|
|
Archer Investment Management, LLC
Austin, TX |
Apr 09, 2025 Q1 2025 |
32,162
shares
|
$971,292
0.62% of portfolio
|
Q1 2025
Reduced 3.45%
|
|
|
Wealthspan Partners, LLC
Davenport, IA |
Apr 21, 2025 Q1 2025 |
32,077
shares
|
$968,725
0.43% of portfolio
|
Q1 2025
Added 4.09%
|
|
|
Envision Financial Planning, LLC
Memphis, TN |
May 14, 2025 Q1 2025 |
30,990
shares
|
$935,898
0.44% of portfolio
|
Q1 2025
Added 19.0%
|
|
|
Main Street Financial Solutions, LLC
|
May 08, 2025 Q1 2025 |
30,800
shares
|
$930,160
0.07% of portfolio
|
Q1 2025
Added 14.9%
|
|
|
Hemington Wealth Management
|
May 09, 2025 Q1 2025 |
30,690
shares
|
$926,838
0.13% of portfolio
|
Q4 2024
Reduced 0.64%
|
|
|
One Ascent Family Office, LLC
Birmingham, AL |
May 05, 2025 Q1 2025 |
30,621
shares
|
$924,754
0.79% of portfolio
|
Q1 2025
New holding
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Apr 16, 2025 Q1 2025 |
29,523
shares
|
$891,594
0.41% of portfolio
|
Q1 2025
Reduced 12.13%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
May 08, 2025 Q1 2025 |
29,108
shares
|
$879,061
0.31% of portfolio
|
Q1 2025
Reduced 36.63%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
May 14, 2025 Q1 2025 |
27,893
shares
|
$842,368
0.05% of portfolio
|
Q1 2025
Added 47.37%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
26,924
shares
|
$813,104
0.0% of portfolio
|
Q1 2025
Added 35.57%
|
|
|
Landing Point Financial Group, LLC
Avon, OH |
May 13, 2025 Q1 2025 |
26,641
shares
|
$804,558
0.56% of portfolio
|
Q1 2025
Added 92.49%
|
|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
26,641
shares
|
$804,558
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Brainard Capital Management LLC
Austin, TX |
May 09, 2023 Q1 2023 |
25,382
shares
|
$766,536
0.47% of portfolio
|
Q1 2023
Added 55.36%
|
|
|
Savvy Advisors, Inc.
New York, NY |
May 12, 2025 Q1 2025 |
25,328
shares
|
$764,905
0.07% of portfolio
|
Q1 2025
Reduced 6.2%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
25,095
shares
|
$757,869
0.0% of portfolio
|
Q1 2025
Reduced 63.4%
|
|
|
Barry Investment Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
24,889
shares
|
$751,647
0.19% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
24,673
shares
|
$745,124
0.05% of portfolio
|
Q1 2025
Reduced 25.41%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
24,619
shares
|
$743,493
0.05% of portfolio
|
Q2 2024
Reduced 5.8%
|
|
|
Asset Management Corp
|
Apr 14, 2023 Q1 2023 |
24,367
shares
|
$735,883
0.4% of portfolio
|
Q1 2023
Added 60.92%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
24,000
shares
|
$724,800
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Hfg Wealth Management, LLC
The Woodlands, TX |
Apr 08, 2025 Q1 2025 |
23,531
shares
|
$710,636
0.37% of portfolio
|
Q1 2025
Added 87.53%
|
|
|
Oceanside Advisors LLC
Mount Pleasant, SC |
Apr 25, 2025 Q1 2025 |
23,508
shares
|
$709,941
0.47% of portfolio
|
Q1 2025
Added 10.65%
|